Edit a form template’s details
Update the name, description, category and tags of an existing form template so it better matches your reporting needs.
This guide is designed for project manager.
Steps
Step 1: Open the form template edit dialog
From the templates list, select the form template you want to change and open its edit dialog (for example by clicking an Edit button or icon). The dialog opens showing the current name, description, category, scope and tags.
Step 2: Update the template name and description
In the dialog, edit the Name field to reflect the new title for your form template. Optionally, adjust the Description field to clarify how and when the template should be used; you can also leave it empty if it is no longer needed.
Step 3: Adjust the template category
Use the Category dropdown to select a more suitable report category for the template, or choose the option that represents no category if you do not want it grouped. This controls how the template is organised in reports and lists.
Step 4: Review the template scope
Check the Scope setting displayed in the dialog (for example, project scope). Although you cannot currently change this from the dialog, confirming it is correct helps ensure the template is used at the right level.
Step 5: Add new tags to the template
In the Tags input, type a keyword you want to use for filtering or searching (such as “safety” or “handover”) and press Enter to add it. Repeat this for each additional tag; duplicate tags are automatically ignored.
Step 6: Remove tags you no longer need
For any tag that is no longer relevant, click its remove or delete control (such as an × icon next to the tag). The tag disappears from the list and will no longer be associated with the template.
Step 7: Save your updated form template
Once you are happy with your changes, select the Save or Update button. If the name is valid and saving succeeds, a confirmation message appears, the dialog closes and your updated template details are applied.
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Last updated: 2026-01-07